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Showing posts from October, 2020

Sonja L Haaby Has Excellent Working Knowledge of Quickbooks, Creative Solutions, and Lacerte Software Programs

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Sonja L Haaby , owner of Haaby & Associates, LLC worked with many big companies before starting her own firm in 2018. She is the former Senior Accountant at Capstone CPA’s, LLC (June 2016 – November 2018) where she was accountable for completing personal, business and estate returns in an accurate and time efficient manner, like 1040, 1041, 1065, 1120S and 1120. She communicated with clients and bookkeepers, providing knowledgeable tax information and obtaining required financial data for completing clients’ returns. Sonja Lenore Haaby Sonja L Haaby also balanced owner’s equity and retained earnings accounts along with preparing journal entries for tax returns and for clients’ bookkeepers. She was skilled in accurately reviewing and processing payroll, and assisting in various audits for not-for-profit and governmental agencies including single audits and reviews. With her excellent working knowledge of QuickBooks, Creative Solutions, and Lacerte software programs, Sonja was able ...

Sonja Lenore Haaby Worked As the Branch Manager with US Bank For Six Years

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The Owner of Haaby & Associates, LLC, Sonja Lenore Haaby who is also an Accountant Enrolled Agent and Licensed Tax Consultant had an extensive career in banking and finance before she decided to follow her passion in accounting. Prior to starting her career in public accounting in 2007 with a local CPA firm, she was the Branch Manager for US Bank, Bend, Oregon, for over six years. Sonja Lenore Haaby ’s key responsibilities as the Branch Manger included maintaining and ensuring that all the branch operations were in compliance with regulations, policies, and procedures. She made sure that customer service and sales standards were being met, and also took care of Human Resource Management which included scheduling and supervising personnel. Additionally, she audited and reconciled various areas of operations like cashier’s checks, general ledger accounts, traveler’s checks, money orders, and proof of teller work. Sonja Lenore Haaby Sonja Lenore Haaby always tried to create a positi...